Overview

This article will show you how to add an associated Organization to a Constituent profile.

Instructions

1. Navigate to Constituents on the left-hand side
   
2. Select the constituent you want to modify
   
3. Click Add Organization
   
   
4. Select Click to select an organization
   
   
5. In the search bar, Search and select for the desired organization
   
6. Edit the Title
   
   
   • Note: The default is Member. Modify the title to reflect the constituent's position in the organization.
7. Click Save
   
   
8. View the associated organizations on the profile